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Vinva Investment Management’s Xcel Energy XEL Stock Holding History

Vinva Investment Management’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,060
Closed -$218K – 454
2024
Q1 		$218K Buy
+4,060
New +$232K 0.01% 406
2023
Q2 		– Sell
-17,358
Closed -$1.16M – 427
2023
Q1 		$1.16M Buy
+17,358
New +$1.17M 0.1% 229

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vinva Investment Management's XEL Position: Q2 2024 in Review

Vinva Investment Management sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 4,060 shares — an estimated $218K sold.

Vinva Investment Management first reported a position in XEL in Q1 2023 and held it in 2 quarters. The position peaked at $1.16M in Q1 2023. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Vinva Investment Management reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Vinva Investment Management sold 4,060 Xcel Energy shares in Q2 2024, an estimated $218K.
  • Vinva Investment Management first reported a position in Xcel Energy in Q1 2023 and held it in 2 quarters.
  • Vinva Investment Management's Xcel Energy position peaked at $1.16M in Q1 2023.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Vinva Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.